Recalculating! How the Pandemic is Causing Older Employees to Rethink Social Security & Medicare Filing Decisions

Wednesday 10:45 – 11:45 AM

Session Description

After a decade of historic growth, America’s aging workforce has been blindsided by the unprecedented disruption caused by the Covid-19 pandemic. Many older employees have had to rethink their retirement plans- including the Social Security & Medicare filing decisions upon which they are often built.

This fast-paced, engaging presentation looks at the Social Security & Medicare basics that are in play for older employees, then explores some of the specific challenges that have emerged as this group attempts to navigate the complex eligibility and enrollment landscape where retirement & healthcare benefits intersect with Social Security & Medicare.


 

Thomas Wright

Thomas Wright began his financial career in 1980. For 35 years he was a benefits advisor. In 2016 he launched the Turning 65 Workshop to bring Social Security & Medicare learning programs to the workplace, including advanced training for HR & Benefits teams.

He attended the University of New Hampshire and holds the prestigious Chartered Life Underwriter (CLU) designation from The American College of Financial Services.

Tom has spoken to audiences from Los Angeles to Miami to Caribou, Maine on Social Security & Medicare, and how they impact an Aging Workforce. He’s well known for communicating complex financial information understandably.